BGAI
INTU icon

Bruce G. Allen Investments’s Intuit INTU Stock Holding History

Bruce G. Allen Investments’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.4K Sell
86
-53
-38% -$18.5K 0.01% 394
2026
Q1 		$60.1K Buy
139
+59
+74% +$28.1K 0.04% 228
2025
Q4 		$53K Buy
80
+71
+789% +$46.9K 0.04% 244
2025
Q3 		$6.15K Hold
9
– – ﹤0.01% 527
2025
Q2 		$7.09K Hold
9
– – 0.01% 519
2025
Q1 		$5.53K Hold
9
– – ﹤0.01% 551
2024
Q4 		$5.66K Hold
9
– – ﹤0.01% 563
2024
Q3 		$5.59K Hold
9
– – ﹤0.01% 558
2024
Q2 		$5.92K Sell
9
-6
-40% -$3.72K 0.01% 542
2024
Q1 		$9.75K Hold
15
– – 0.01% 477
2023
Q4 		$9.38K Buy
+15
New +$8.27K 0.01% 486

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bruce G. Allen Investments's INTU Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Intuit (INTU) stake by 38% in Q2 2026, selling an estimated $18.5K and leaving 86 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #394.

Bruce G. Allen Investments first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $60.1K in Q1 2026. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Bruce G. Allen Investments held 86 shares of Intuit worth $22.4K as of Q2 2026.
  • Bruce G. Allen Investments sold 53 Intuit shares in Q2 2026, an estimated $18.5K.
  • Intuit made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #394 holding.
  • Bruce G. Allen Investments first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Intuit position peaked at $60.1K in Q1 2026.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.